Davidson Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In special circumstances it may be offered on an hourly basis at a rate of $250.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed fee can range between $1,000.00 - $10,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Davidson Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For accounts where fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “The client may reject the plan at the time of presentation and receive a refund of the deposit.”

How Davidson Wealth Management LLC’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Forked River that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the New Jersey median of $5,000. 56% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Davidson Wealth Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

228

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$172,351,950

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153227

Website

davidsonwealthmgmt.com (opens in new tab)

Phone

(732) 409-1060

Can advise clients in 8 states: Florida, Louisiana, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Forked River that publish fees

• Feldman Financial Services, LLCForked River$200/hr
• Next Generation Wealth Planning, LLCForked River$1,000/hr, $20,000/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 3 planners in Forked River